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Direct rollover from one employer 401k to new employer 401k
I did a direct rollover from my prior employer's 401k to my new employer's 401k and noticed while working on my child's CSS profile for college that the rollover shows a taxable amount on line 5b. Shouldn't this line be "0"? The distribution code on my 1099-R was "G", the total distribution box was checked and box 2a was "0". My return has already been completed and accepted back in April so I will have to amend but not sure what the issue is. Any ideas? Thanks!
‎October 8, 2023
8:42 AM